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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,031 | $210,698-60.1% | $178,014-52.8% | $145,959-42.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.67% | 386.27%-372.6pp | 294.80%-281.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,138 | $6,958+2.6% | $6,276+13.7% | $6,689+6.7% |
| Admin fee / account holder | $22,300 | $12,016+85.6% | $10,362+115.2% | $13,398+66.4% |